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Tess Gold

Manager, Client Service

Tess Gold headshot

Tess joined the financial services industry in 2015. During her time with her previous firm, Goldstein Munger, Tess held many titles as she grew and advanced in her role; from Administrative Assistant, to Office Administrator, and finally Investment Administrator/ Compliance Manager. Regardless of her title, Tess has always found the most enjoyable part of her role to be building relationships with clients and providing them with high-quality, high-touch service. Tess obtained her Investment Adviser Certified Compliance Professional® (IACCP®) certification in March 2021, deepening her expertise in investment advisor operations with a comprehensive, enhanced understating of SEC regulations and the Investment Advisers Act of 1940. In her free time, you will find Tess kayaking the local lakes and rivers with her fiancé and three dogs.

Walnut Creek

100 Pringle Avenue
Suite 310
Walnut Creek, California 94596

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